A drastic consequence of this financial downturn, that is affecting everyone, is that traditional safety nets such as pensions and social security are rapidly disappearing. You can however, have a retirement that is successful. One that is worry-free; that has the financial flexibility to handle unforeseen events and face unexpected economic times triggered by inflation, deflation and stock market and real estate ups and downs.
Client retention* rate speaks to the level of service and the integrity of a company and ours says it loud and clear. We believe our clients stay with us because we serve each one of them equally providing a team approach that is not equaled in the industry.
*Data based on tax client records data, 2013.